Valeo Financial Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Hold |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $222K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $312K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $175K | Hold |
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|
2020
Q1 | $157K | Hold |
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|
2019
Q4 | $189K | Sell |
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|
2019
Q3 | $119K | Sell |
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|
2019
Q2 | $134K | Buy |
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|
2019
Q1 | $152K | Hold |
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|
2018
Q4 | $101K | Hold |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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